Financial Sales Consultant

About the job

Exp: 1+ years in Sales Salary: 25-40k In hand( as per last salary) Location: Ahmedabad, Baroda, Rajkot Basic Requirement:- 1-Candidate must be graduated. 2-Agr: 21 years to 35 years 3-Experience:- At least 1+ years in sales (Preference given for, Mutual funds those who have experience in Share, Demat) 4-Ready for field sales 5-Vehicle and driving license required 6-For Branch relationship officer profile, we can consider graduate fresher candidates. Job Description:- Essential Duties and Responsibilities: • Expand the customer base by actively prospecting for new clients through diverse methods including cold-calling, appointment scheduling, and harnessing references/leads. • Advocate for investments in Mutual Funds products, Insurance products, Equity & Debt Products, Currency Trading, Portfolio Management Services (PMS), Sovereign Gold Bonds (SGB’s) etc. and any other products which may be launched in the future based on the needs of the customer. • Execute cross & up-selling aimed at providing third-party products to optimize engagement with current clientele, thereby enhancing revenue generation for the company without any form of mis-selling. • Ensure the maintenance and growth of Assets under Management (AUM) within the branch. • Maintain consistent communication with clients who are mapped to him/her via telephone calls and in-person meetings. • Educate potential prospects about the company, its products, and services. • Provide regular updates to clients through research reports on equity, new mutual fund schemes, • New Fund Offers (NFOs), Initial Public Offerings (IPOs), and market trends. • Assist clients with investment application forms and guide them through the completion process. • Deliver after-sales service, conduct follow-ups, and ensure client retention. • Prepare daily sales reports and submit them to the reporting officer. • Make prompt entries in CRM and / or back office of the businesses / activities done. • Contribute to branch promotional activities to enhance visibility and engagement.

Requirements

• Sales
• Client Communication
• Investment Products
• Field Sales

Qualifications

• Graduation

Preferred Technologies

• Sales
• Client Communication
• Investment Products
• Field Sales